3206
YB

@yb #3206

/toc Onchain strategy at terminallyonchain.xyz | co-host /latenightcrew
76229 Follower 614 Following
does this analogy make sense?

The point I'm trying to underscore here is that for founders who truly have a high utility, creative, and fun consumer crypto idea...it's now possible to attract users through incentives and reputation that simply wasn't technically feasible before.
trying out muay thai for the first time today
After learning more about web proofs the last few days, I'm shocked as to why more consumer founders are not talking about zkTLS strategy.

(web2 reputation & history) + (crypto incentives & interoperability) = attract new users.

Users in crypto only have so much onchain history and credentials. But by using web proofs to bootstrap reputation, builders in the space can incentivize users through crypto native mechanisms.

If enough founders can prove interesting models of web2 data + web3 infra, then I think new user adoption is inevitable.
https://terminallyonchain.xyz/zktls
running into a bug where I'm trying to cast and anytime I try to tag someone in the draft I get the "ran into an unexpected error" page

tried refreshing and doing it a couple of times

I would tag dan or v but it won't let me
tbh a bit disappointed by my /toc deep dive - started super late, couldn't form the sentences, and was a bit of a cop out post.

it's weird bc I feel like I learned a lot today but couldn't get myself to articulate properly.

also, I need to better understand order flows, MEV tips, DAS, etc.
https://terminallyonchain.xyz/rollapp
me: “we should AB test this”

@zinger: “no let’s YB test this”

casually just dropped the most innovative business strategy since Porter’s 5 forces
Pretend you work at Zora. how do u think about Shape L2 also being directed at creators / artists?
@alok how how u feeling about the next 2 weekends? tbh 3 considering Vandy beating Bama
“Bi-coastal American elite”
Thanks @rgboop and @ccarella.eth for resubscribing to /toc!
what is delta network and why is everyone joining it
This is cool, just saw that Defi prime shared my post from yesterday in the TG channel!
In yesterday's /toc deep dive:

1) I cover key takeaways from @vitalik.eth "Making Ethereum alignment legible" post & my idea for the "front page of Ethereum" for builders.

2) Cover the history of the Free software movement & open source initiative.

3) Discuss my mock-up for an "L2 Beat for EIP contributions"

https://terminallyonchain.xyz/eips
/latenightcrew TONIGHT at 10 est!!

It’s been a few days since the channels update went live, come discuss how the experience has been for you…

- what’s been annoying
- what you’ve been enjoying
- any changes in how you’re posting or interacting w the feed?
- tips on channel management?
in 1976, Gates wrote an "open letter to hobbyists" in which he calls the hacker community thieves.

He was pissed that Microsoft was the only one pouring money into software and that hobbyists were all stealing BASIC instead of paying.

"there is very little incentive to make the software available to hobbyists"
what do you think is the best example of strong or weak tech in crypto?
Question #3 is pretty interesting

Think most people would expect the answer to be "do what you're most interested in".

But as a high-schooler (or anyone early in their careers), there's a good chance you're just really excited about tech in general and don't feel strongly swayed by crypto or AI. In that case, making a bet on which one you think will help pop off your brand/career seems like the better option.

What do all of you think?
Friday's /toc deep dive:

We now have an abundance of blockspace and have hit a local top on how much weight we place on the importance of crypto infrastructure in terms of user onboarding.

1. As technical complexity is abstracted away, the initial moats that attracted developers are quickly disappearing. Blockspace and liquidity are no longer defensible moats as it becomes trivial to do cross-chain transactions, sub-cent bridging/swapping, etc.

2. Consumer teams will attract the most users through their creativity and ability to quickly experiment - not their allegiance and dependance on underlying infrastructure. Over the next few years, app and wallet designs will dictate value accrual.

3. It turns out, infrastructure tokens aren't as tightly coupled with the actual infrastructure as we thought they would be. In fact, many L2s didn't even launch a token. And the ones that exist aren't even a requirement for transactions.
https://terminallyonchain.xyz/blockspace
Strong vs Weak technologies by Chris Dixon (2019).

"Weak technologies adapt to the world as it currently exists. Strong technologies adapt the world to themselves. Progress depends on strong technologies. Your thumbs will learn."
https://cdixon.org/2019/01/08/strong-and-weak-technologies